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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,782 | $138,114-87.8% | $125,391-86.6% | $134,545-87.5% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -20.26% | 750.88%-771.1pp | 572.41%-592.7pp | 418.37%-438.6pp |
| Employer contribution / active EE | $1,476 | $5,246-71.9% | $4,816-69.4% | $4,742-68.9% |
| Participant deferral / active EE | $5,965 | $7,801-23.5% | $7,448-19.9% | $6,401-6.8% |
| Admin fee / account holder | $471 | $11,570-95.9% | $10,009-95.3% | $11,431-95.9% |